For accountants & bookkeepers

For accountants & bookkeepers

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  1. Ability to merge documents in Hubdoc.

    Purpose: To easily combine separated pages of a document into one.

    26 votes

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     ·  2 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  2. Ability to publish documents from Hubdoc into Xero Projects directly.

    Purpose: To make users’ easily publish the document and assign it to Xero Project.

    12 votes

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     ·  7 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  3. Ability to have a tax estimate included in a trust tax return where there is tax payable/refundable.

    Purpose: To easily estimate and calculate Estate Tax Returns for all deceased clients.

    17 votes

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     ·  0 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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  4. Ability to make Hubdoc can run normally when there are more than 1,000 contacts in Xero.

    Purpose: It will improve the workflow of the user when they’re using Hubdoc, and they don’t have to merge/delete the contact in Xero.

    8 votes

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     ·  5 comments  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  5. Upload multiple page documents as one through Hubdoc mobile app.

    Purpose: Ease of use - Upload multiple pages using one device without having to send and upload through desktop.

    9 votes

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     ·  1 comment  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  6. Ability to save a document in Hubdoc to Onedrive for cloud storage.

    Purpose: To easily send the document to Onedrive.

    4 votes

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     ·  1 comment  ·  Hubdoc  ·  Flag idea as inappropriate…  ·  Admin →

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  7. Ability to preview attachment before downloading it.

    Purpose: Good for clients who want to preview the document without having to download it.

    4 votes

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     ·  0 comments  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  8. To keep the history of the activities about what staff members did to client’s Xero org.

    Purpose: To get the activity log for audit purposes.

    3 votes

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    under review  ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  9. Ability to copy transactions directly across from a Xero org to Workpapers

    Purpose: Save time and manual steps involved in having to download and re-upload individually

    3 votes

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     ·  0 comments  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  10. Option to choose where the logo is shown

    Purpose: Consistency with brand/business internal guidelines. Formalities and looking professional to clients/stakeholders

    3 votes

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    0 comments  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  11. Ability to roll forward balance sheet items and permanent documents when finishing a set of workpapers

    Purpose: to reduce time spent recreating them in future years

    9 votes

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    working on it  ·  0 comments  ·  Workpapers  ·  Flag idea as inappropriate…  ·  Admin →

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  12. Ability to format published reports. To be able to edit/add the columns, colours, and currency symbol.

    Purpose: Ability to make documents created by a business consistent and professional when sharing with stakeholders & clients.

    1 vote

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     ·  1 comment  ·  Xero HQ  ·  Flag idea as inappropriate…  ·  Admin →

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  13. To have the feature where there’s an alert in Xero HQ when a return lodge is rejected by ATO.

    Purpose: This will help Accountants can easily know which Xero org that the return was rejected by the ATO.

    9 votes

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     ·  0 comments  ·  Xero Tax  ·  Flag idea as inappropriate…  ·  Admin →

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